VCM
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Versant Capital Management’s Ibotta IBTA Stock Holding History

Versant Capital Management’s Portfolio IBTA Stock Details IBTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.7K Buy
605
+133
+28% +$4.44K ﹤0.01% 1906
2026
Q1 		$14.1K Sell
472
-324
-41% -$7.58K ﹤0.01% 1980
2025
Q4 		$18.1K Buy
796
+632
+385% +$17.1K ﹤0.01% 1702
2025
Q3 		$4.57K Buy
+164
New +$5.14K ﹤0.01% 2239

Other funds holding IBTA

FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Versant Capital Management's IBTA Position: Q2 2026 in Review

Versant Capital Management increased its Ibotta (IBTA) stake by 28% in Q2 2026, buying an estimated $4.44K and bringing the position to 605 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Versant Capital Management first reported a position in IBTA in Q3 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Versant Capital Management held 605 shares of Ibotta worth $20.7K as of Q2 2026.
  • Versant Capital Management bought 133 Ibotta shares in Q2 2026, an estimated $4.44K.
  • Ibotta made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #1906 holding.
  • Versant Capital Management first reported a position in Ibotta in Q3 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.